Lee Chertavian

Provides investment management services

Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.

Deutsche Bank Investment Management (DBIM) offers a broad range of investment products that span the risk/return spectrum. The firm's primary investment strategies and products include equity, fixed-income, alternatives, private equity, cash management and multi-asset. Within each investment strategy, there is a team that manages and specializes in the particular asset category being employed. The team may use a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. DBIM may use bottom-up research that focuses on companies they believe have a history of above average growth, strong competitive positioning, attractive prices relative to potential growth, sound financial strength and effective management, among other factors. The firm may also use top-down research to identify investments that may benefit from changes in the overall business environment.

Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance.

Provides strategy, marketing, organization, operations, IT and M&A consulting services

Provides office administrative services

Functions as a College/University

Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.

Provides investment advice